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MGB Wealth Management’s Ingersoll Rand IR Stock Holding History

MGB Wealth Management’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,619
Closed -$352K – 287
2024
Q2 		$352K Hold
3,619
– – 0.13% 142
2024
Q1 		$344K Hold
3,619
– – 0.14% 145
2023
Q4 		$280K Buy
+3,619
New +$247K 0.14% 150

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MGB Wealth Management's IR Position: Q3 2024 in Review

MGB Wealth Management sold out of Ingersoll Rand (IR) in Q3 2024, closing a stake of 3,619 shares — an estimated $352K sold.

MGB Wealth Management first reported a position in IR in Q4 2023 and held it in 3 quarters. The position peaked at $352K in Q2 2024. 866 funds tracked by Wall St. Rank hold IR as of Q3 2024.

  • MGB Wealth Management reported no remaining Ingersoll Rand position as of Q3 2024 after selling out during the quarter.
  • MGB Wealth Management sold 3,619 Ingersoll Rand shares in Q3 2024, an estimated $352K.
  • MGB Wealth Management first reported a position in Ingersoll Rand in Q4 2023 and held it in 3 quarters.
  • MGB Wealth Management's Ingersoll Rand position peaked at $352K in Q2 2024.
  • 866 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on MGB Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.